Strategic Retirement Plan Relationship Manager

Voya Financial, Inc.; Boise (ID); Sur place; USD 100 000 - 150 000; Plein temps

Avantages offerts par ce poste

Health, dental, vision and life ins.

401(k) with company match

Paid time off (20 days) + holidays

Tuition reimbursement (up to $5,250/yr

Volunteer time (40 hours/yr)

Retirement plan – cash balance

Résumé du poste

Voya Financial, Inc. is seeking a Client Relationship Manager to deliver a service strategy that meets client expectations and retention goals. You will build trusted relationships, provide guidance on retirement strategy, and lead cross-functional teams in delivering client solutions.

The role covers the Northwest region and involves 25–40% travel to meet client needs. Requires extensive retirement services experience, FINRA licensure, and strong communication and negotiation skills.

Qualifications

• 6+ years of experience in client service relationship management for defined contribution plans.
• Bachelor's degree or equivalent retirement services work experience.
• FINRA Series 6 or 7 and Series 63 licensing.
• Retirement industry experience.
• Strong understanding of tax‑exempt retirement plans, along with a solid investment background.
• Strong client relationship management skills.
• Strong interpersonal, presentation, and negotiation skills.
• Excellent verbal and written communication skills.
• Ability to travel approximately 25–40% of the time nationwide.

Responsabilités

• Build trust-based relationships with key client stakeholders, including senior executives, Treasury, Human Resources, Benefits, advisors, and TPAs.
• Attend Plan Investment and Administrative Committee meetings, as appropriate.
• Analyze plan data and industry trends to develop strategic recommendations related to plan design, products, investments, and participant engagement.
• Lead cross-functional service teams in executing client strategies and reporting effectiveness against metrics.
• Drive client retention efforts and manage RFIs, RFPs, and benchmarking exercises for existing clients.
• Lead contract negotiations, including pricing strategy, contract preparation and execution, and SLAs.
• Understand clients’ labor and benefits strategies and align solutions to their needs.
• Define project scope and requirements, negotiate costs, and manage delivery timelines.
• Identify opportunities for organic growth and cross-sale of Voya products across the organization.
• Contribute to RFP responses and participate in the sales process for new retirement business.
• Present solutions communicating Voya’s differentiated value proposition.

Connaissances

Client relations

Communication skills

Negotiation

Presentation skills

Travel willingness

Formation

Bachelor's degree or equivalent retirement services experience

FINRA Series 6/7 and Series 63 licensing

Description du poste

Voya Financial, Inc. is seeking a Client Relationship Manager to deliver a service strategy that meets client expectations and retention goals. You will build trusted relationships, provide guidance on retirement strategy, and lead cross-functional teams in delivering client solutions.

The role covers the Northwest region and involves 25–40% travel to meet client needs. Requires extensive retirement services experience, FINRA licensure, and strong communication and negotiation skills.